Unit Trust Report Banner

BritamCorporateQuote Portlet

Get a quick quote

Check your policy status

Create wealth with Britam

Unit Trust

Unit Trust

British-American Money Market Fund - Daily Yield 8.52%; Effective Annual Yield 8.86% | British-American Equity Fund - BUY KSH 178.56; SELL KSH 184.23 | British-American Balanced Fund -BUY KSH 201.59; SELL KSH 207.48 | British-American Bond Plus Fund - BUY KSH 150.13; SELL KSH 150.13

 

A unit trust , also known as a collective investment scheme or a mutual fund is a professionally managed investment fund in which investors’ contributions are pooled together to purchase financial securities, such as equities (shares), bonds, cash, bank deposits etc In Kenya, Unit Trusts are regulated by Capital Markets Authority.
 
Unit Trust funds Benefits.
 
  • Increased diversification: A fund normally holds many financial securities; diversification decreases risk.
  • Daily liquidity: Unitholders can buy and sell their units on a daily basis 
  • Professional investment management: unit trust funds hire portfolio managers to supervise the fund's investments.
  • Ability to participate in investments that may be available only to larger investors. For example, individual investors often find it difficult to invest directly in foreign markets.
  • Government oversight: Unit trust funds are regulated by CMA
  • Ease of comparison: All mutual funds are required to report the same information to investors, which makes them easy to compare.

Britam Asset Managers (Kenya) Ltd is the most ideal provider of Asset Management and Wealth Management Solutions.

For more information, click here to download the products brochure.

Begin your investment journey today with Britam Asset Managers Unit Trust Funds.
We have a vast array of products and services suitable for both individual and institutional investors who seek attractive returns.

For more information on our Unit trust products, please click here to download the Brochure. 

The unit trusts include:

Unit Trust Child Page Navigation

Bond Plus Fund

This is an income fund which invests in a variety of bonds including corporate bonds, treasury bonds and other fixed income securities, minimizing the risk involved with investing directly in bonds. It allows for immediate liquidity, giving an edge over bonds in the market which are not easily disposed off. The income fund looks to achieve a reasonable level of current income with maximum stability for the capital invested. 

The Fund is suitable for investors seeking a regular income from their investment periodically, ideally after a 2 – 3-year period. 

Click here to download the application form. 

For more information on this product, kindly get in touch with us or visit any one of our branches.